PTC
CWAN

Petrus Trust Company’s Clearwater Analytics CWAN Stock Holding History

Petrus Trust Company’s Portfolio CWAN Stock Details CWAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-16,465
Closed -$441K – 559
2025
Q1 		$441K Buy
16,465
+2,202
+15% +$61.8K 0.04% 251
2024
Q4 		$393K Sell
14,263
-4,659
-25% -$132K 0.04% 335
2024
Q3 		$478K Sell
18,922
-13,206
-41% -$297K 0.05% 246
2024
Q2 		$595K Sell
32,128
-12,871
-29% -$232K 0.06% 165
2024
Q1 		$796K Buy
44,999
+8,391
+23% +$156K 0.07% 71
2023
Q4 		$733K Buy
36,608
+10,330
+39% +$203K 0.07% 97
2023
Q3 		$508K Hold
26,278
– – 0.05% 178
2023
Q2 		$417K Buy
26,278
+8,560
+48% +$135K 0.05% 230
2023
Q1 		$283K Buy
+17,718
New +$310K 0.03% 331

Other funds holding CWAN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Petrus Trust Company's CWAN Position: Q2 2025 in Review

Petrus Trust Company sold out of Clearwater Analytics (CWAN) in Q2 2025, closing a stake of 16,465 shares — an estimated $441K sold.

Petrus Trust Company first reported a position in CWAN in Q1 2023 and held it in 9 quarters. The position peaked at $796K in Q1 2024. 398 funds tracked by Wall St. Rank hold CWAN as of Q2 2025.

  • Petrus Trust Company reported no remaining Clearwater Analytics position as of Q2 2025 after selling out during the quarter.
  • Petrus Trust Company sold 16,465 Clearwater Analytics shares in Q2 2025, an estimated $441K.
  • Petrus Trust Company first reported a position in Clearwater Analytics in Q1 2023 and held it in 9 quarters.
  • Petrus Trust Company's Clearwater Analytics position peaked at $796K in Q1 2024.
  • 398 funds tracked by Wall St. Rank held Clearwater Analytics as of Q2 2025.

Based on Petrus Trust Company's 13F filing for Q2 2025, filed 14 Aug 2025.